Paulson Wealth Management

Paulson Wealth Management as of March 31, 2026

Portfolio Holdings for Paulson Wealth Management

Paulson Wealth Management holds 137 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 14.1 $60M 142k 426.40
Ishares Tr Rus 1000 Val Etf (IWD) 13.7 $58M 274k 213.67
Ishares Tr Russell 2000 Etf (IWM) 8.6 $37M 148k 248.00
Ishares Tr Msci Eafe Etf (EFA) 8.4 $36M 371k 97.13
Apple (AAPL) 5.7 $24M 95k 253.79
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.4 $19M 235k 79.27
Neuberger Berman Etf Trust Short Duration I (NBSD) 3.4 $14M 284k 50.71
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.2 $14M 115k 118.60
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.8 $12M 18k 650.35
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.7 $11M 178k 64.08
Spdr Series Trust State Street Spd (CWB) 2.2 $9.2M 100k 91.52
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 1.8 $7.7M 13k 616.78
Spdr Series Trust State Street Spd (SPSM) 1.6 $6.9M 142k 48.32
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.4 $6.1M 32k 191.92
Ishares Tr Pfd And Incm Sec (PFF) 1.4 $5.8M 190k 30.32
Blackrock Etf Trust Ii Ishares Intermed (INMU) 1.3 $5.5M 229k 23.91
Spdr Series Trust State Street Spd (SHM) 1.1 $4.9M 102k 47.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $4.4M 7.7k 577.19
Pimco Etf Tr Muni Income Opp (MINO) 1.0 $4.2M 92k 45.17
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $4.0M 157k 25.64
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.8 $3.6M 69k 52.19
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $3.1M 31k 100.57
Ishares Tr Core S&p500 Etf (IVV) 0.6 $2.7M 4.1k 653.28
JPMorgan Chase & Co. (JPM) 0.5 $2.3M 7.8k 294.14
Microsoft Corporation (MSFT) 0.5 $2.1M 5.7k 370.17
Lazard Ltd Shs -a - (LAZ) 0.5 $2.1M 49k 42.48
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.4 $1.9M 79k 23.65
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.4 $1.7M 3.8k 463.14
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.4 $1.7M 74k 23.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.7M 5.3k 320.81
NVIDIA Corporation (NVDA) 0.3 $1.5M 8.4k 174.40
Broadcom (AVGO) 0.3 $1.4M 4.6k 309.51
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.3 $1.4M 60k 23.40
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.3 $1.3M 58k 23.02
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.3M 5.1k 261.94
Johnson & Johnson (JNJ) 0.3 $1.3M 5.2k 244.45
Costco Wholesale Corporation (COST) 0.3 $1.3M 1.3k 996.43
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.2M 4.3k 287.54
Visa Com Cl A (V) 0.3 $1.2M 4.1k 302.24
Exxon Mobil Corporation (XOM) 0.3 $1.2M 7.1k 169.66
Spdr Series Trust State Street Spd (BIL) 0.3 $1.2M 13k 91.64
Spdr Series Trust State Street Spd (SPTM) 0.3 $1.1M 14k 79.06
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.1M 37k 29.08
Abbvie (ABBV) 0.3 $1.1M 4.9k 217.49
Cisco Systems (CSCO) 0.2 $1.0M 13k 77.59
Caterpillar (CAT) 0.2 $1.0M 1.5k 708.46
Texas Instruments Incorporated (TXN) 0.2 $1.0M 5.3k 194.14
Home Depot (HD) 0.2 $1.0M 3.1k 328.89
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.0M 33k 30.68
Eli Lilly & Co. (LLY) 0.2 $1.0M 1.1k 919.77
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) 0.2 $937k 9.5k 98.53
Alphabet Cap Stk Cl C (GOOG) 0.2 $853k 3.0k 286.86
Amazon (AMZN) 0.2 $848k 4.1k 208.27
Wal-Mart Stores (WMT) 0.2 $808k 6.5k 124.29
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $761k 4.0k 191.81
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.2 $748k 34k 21.81
New York Life Invts Active E Nyli Mackay Muni (MMIN) 0.2 $730k 31k 23.71
McDonald's Corporation (MCD) 0.2 $683k 2.2k 310.79
Amgen (AMGN) 0.2 $678k 1.9k 351.85
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $660k 6.9k 95.62
Ishares Tr S&p 100 Etf (OEF) 0.1 $636k 2.0k 318.07
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $630k 2.2k 287.15
Lockheed Martin Corporation (LMT) 0.1 $609k 1.0k 604.39
UnitedHealth (UNH) 0.1 $604k 2.2k 270.59
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $568k 13k 45.50
Jabil Circuit (JBL) 0.1 $568k 2.1k 265.63
Procter & Gamble Company (PG) 0.1 $560k 3.9k 144.45
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $559k 1.2k 479.20
Merck & Co (MRK) 0.1 $551k 4.6k 120.29
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.1 $546k 1.9k 287.57
Meta Platforms Cl A (META) 0.1 $544k 951.00 572.13
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $542k 2.9k 189.59
Emcor (EME) 0.1 $536k 726.00 738.31
Gilead Sciences (GILD) 0.1 $535k 3.8k 139.39
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $528k 5.8k 90.94
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $516k 2.4k 215.09
Mastercard Incorporated Cl A (MA) 0.1 $511k 1.0k 499.66
S&p Global (SPGI) 0.1 $499k 1.2k 425.34
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $483k 2.2k 217.28
Cigna Corp (CI) 0.1 $479k 1.8k 266.75
Ishares Tr National Mun Etf (MUB) 0.1 $476k 4.5k 106.15
Verizon Communications (VZ) 0.1 $476k 9.5k 50.20
Walt Disney Company (DIS) 0.1 $439k 4.6k 96.39
Group 1 Automotive (GPI) 0.1 $436k 1.3k 330.63
Sanmina (SANM) 0.1 $430k 3.3k 129.64
Us Bancorp Com New (USB) 0.1 $425k 8.2k 52.01
Wintrust Financial Corporation (WTFC) 0.1 $395k 2.8k 138.94
Chevron Corporation (CVX) 0.1 $385k 1.9k 206.91
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $383k 2.9k 132.90
Pepsi (PEP) 0.1 $378k 2.4k 155.27
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $362k 3.2k 113.11
At&t (T) 0.1 $357k 12k 28.99
Reliance Steel & Aluminum (RS) 0.1 $356k 1.2k 303.92
International Business Machines (IBM) 0.1 $350k 1.4k 242.39
Coca-Cola Company (KO) 0.1 $336k 4.4k 76.05
Citigroup Com New (C) 0.1 $336k 3.0k 113.41
Automatic Data Processing (ADP) 0.1 $332k 1.6k 203.18
SYNNEX Corporation (SNX) 0.1 $330k 2.0k 168.71
Emerson Electric (EMR) 0.1 $329k 2.5k 131.04
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $327k 11k 30.96
Qualcomm (QCOM) 0.1 $318k 2.5k 128.78
Spdr Series Trust State Street Spd (ESIX) 0.1 $311k 9.8k 31.73
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $309k 1.7k 184.31
Reinsurance Group Amer Com New (RGA) 0.1 $306k 1.5k 204.16
Abbott Laboratories (ABT) 0.1 $297k 2.9k 102.67
3M Company (MMM) 0.1 $296k 2.0k 145.22
Williams-Sonoma (WSM) 0.1 $292k 1.6k 182.33
Xpo Logistics Inc equity (XPO) 0.1 $291k 1.5k 194.55
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $285k 11k 25.10
Lowe's Companies (LOW) 0.1 $284k 1.2k 236.29
Unum (UNM) 0.1 $282k 3.9k 73.03
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $274k 1.1k 257.37
Taylor Morrison Hom (TMHC) 0.1 $271k 4.6k 58.24
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $268k 3.6k 73.65
Commercial Metals Company (CMC) 0.1 $267k 4.3k 61.43
Old Republic International Corporation (ORI) 0.1 $265k 6.6k 39.90
Caci Intl Cl A (CACI) 0.1 $264k 486.00 543.87
Goldman Sachs (GS) 0.1 $264k 312.00 845.78
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $262k 1.2k 211.15
Marriott Intl Cl A (MAR) 0.1 $260k 796.00 327.07
Bank of America Corporation (BAC) 0.1 $253k 5.2k 48.75
Avnet (AVT) 0.1 $251k 4.1k 61.62
Dick's Sporting Goods (DKS) 0.1 $250k 1.3k 198.29
Comcast Corp Cl A (CMCSA) 0.1 $248k 8.6k 28.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $247k 414.00 596.93
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $243k 184.00 1320.83
Genworth Finl Com Shs (GNW) 0.1 $242k 30k 8.12
Colgate-Palmolive Company (CL) 0.1 $238k 2.8k 85.23
T. Rowe Price (TROW) 0.1 $238k 2.6k 90.14
Vanguard Index Fds Value Etf (VTV) 0.1 $233k 1.2k 196.20
Radian (RDN) 0.1 $223k 6.8k 33.08
Oracle Corporation (ORCL) 0.1 $217k 1.5k 147.11
Kla Corp Com New (KLAC) 0.1 $215k 146.00 1472.41
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $209k 618.00 337.95
Linde SHS (LIN) 0.0 $208k 420.00 495.76
Crowdstrike Hldgs Cl A (CRWD) 0.0 $203k 520.00 390.41
Ishares Msci World Etf (URTH) 0.0 $203k 1.1k 180.02